For accounting firms and Treuhand practices
Receipt capture, Swiss VAT, bank reconciliation, accounting export: every client file you manage fits on the same screen.
During the trial, the number of clients is not limited.
The problem
Every new engagement adds more data entry and one more round trip. Billable time goes into the mechanics, and advisory work waits.
Receipts are retyped one by one, line by line, client after client.
One program for VAT, another for the bank, a spreadsheet for imports.
Effective method or net tax debt rate, dated sector rates, currencies to convert, a return to keep up to date.
Bank statements are ticked off by hand, transaction by transaction.
In practice
The same path for every engagement, whatever the volume.
The client generates an access code and hands it to you. You enter it in the partner portal. No account to recreate, no password to share.
Invoices, receipts and statements arrive by drag and drop, or through an email address dedicated to that client. CAMT.053, CSV and PDF are read as they are.
OCR pulls out the supplier, the amounts, the line items and the VAT. Duplicates surface, transactions are matched, and an account is proposed.
You approve, then you pull out the accounting journal for your software and the payment file for the bank.
You stay in control: every extraction goes through an approval queue, with its confidence level.
What the AI does, what you decide
No entry reaches the accounts without a human having seen it. And where a deterministic rule is enough, no model is involved.
It is read from the document text by a regular expression, then checked against its check digit. A language model has no say at that step.
Only two situations produce an entry without you: an exact amount with the counterparty name within fourteen days, or an exact amount that is unique and non-recurring within forty-five days. Everything else becomes a suggestion.
It appears in the client file, and you accept or reject it in one click. A rejection keeps it from coming back on the next pass.
The suspect document is shown next to its twin, and you decide. An invoice that is already reconciled is never treated as a duplicate.
An expense taken for a sales invoice is reclassified from the OCR text already on file. The document is not read again, and the reading is not billed twice.
A monitor per client follows the four processing pipelines, shows what failed and lets you re-run a batch of documents.
The calculation rules are covered by verification suites replayed on real production documents: VAT, Crésus export, QR reference, reconciliation, card statements.
Oversight
The dashboard shows what is left to do, client by client: documents to review, entries to approve, transactions to reconcile, ready to export. The counters match the export filters exactly, so anything reported as ready really is.
The list of all your clients, and a picker to move from one to the next without leaving the screen.
The client generates a single-use code. You reach their books without recreating their organization.
From the portal, pre-filled from the Swiss commercial register (Zefix), with your firm's chart of accounts and VAT defaults.
Invoices, expenses, bank, suppliers: you turn on what the engagement needs and leave the rest off.
Full access, read-only or no access, set client by client. Read-only is a refusal from the server, not a grayed-out button.
Chart of accounts templates, VAT method, export profile: set once, applied to every new client.
Swiss VAT
Effective method or net tax debt rate (TDFN) method, with dated sector rates. Foreign-currency amounts are converted at the official monthly FTA rates, fetched automatically from bazg.admin.ch.
Full input tax deduction, or the net tax debt rate with up to two sector rates.
Rates of 8.1 / 2.6 / 3.8%, input tax, acquisition tax, export and out-of-scope transactions, tied to the SME chart of accounts.
Monthly ESTV / FTA rates for 73 currencies, exchange gains and losses calculated, booking variant chosen by the firm.
VAT payable, input tax, receivables and payables, sales, exchange differences: each role points to the account you choose.
Your firm's VAT settings apply by default, and are overridden client by client when an engagement is an exception.
The official FTA VAT return form is being built. The VAT codes already feed the accounting export today.
Export
The screen you check before exporting holds exactly the columns and the rows of the downloaded file. Nothing is re-projected along the way, on a screen whose next click marks the documents as exported.
BePaid stores a journal that is independent of any program. The translation happens when the file is written: a generic 8-column CSV, or 19-column Crésus depending on the client's profile.
A pain.001 file ready for e-banking, with QR reference, SCOR reference and Swiss or foreign IBAN.
Your firm's templates import as CSV, apply to new clients and can be edited client by client.
The reconciliation also exports to CSV, with the same rows as those shown on screen.
BePaid feeds your accounting software. It does not replace it.
Your client base
The question comes up in every conversation, so here is how this is built.
They generate the access code and hand it to you. They can revoke it, and you can detach yourself.
A client you manage can no longer take out a subscription on their own. If they had one, it stops at the end of its period.
You turn it on for the client file, it is billed to you, and you decide what you pass on.
Messages with the client are attached to the engagement, with an email notification. You remain the point of contact.
Your data
Accounting journal, bank transactions, invoices: the CSV exports are available without asking us first.
A read-only staff member sees their entries refused by the server, not merely hidden by the interface.
Extractions, reconciliations and exports are timestamped, and exported documents lock against a late change.
Migration
Start with one engagement. Turn on the modules that client needs, keep the others off, and change course whenever you want.
The number of clients is not limited during the trial. So you can test a real portfolio, not a demo file.
Invoices import from a CSV or XLS spreadsheet, with a column-matching wizard and a check before anything is written.
Import your firm's chart as CSV, once, then apply it to every new engagement.
Pricing
You pay for what you manage. Your own firm's file is free, with full access included.
Launch offer
Until March 31st, 2027
for the first year, per managed client
Your client works in BePaid on their side: they drop in their receipts and issue their invoices, and you receive them already captured. Fewer rounds chasing a document.
You switch the option on per engagement. It appears on your partner subscription, at the rate shown in your portal.
Example for 10 managed clients
10 × CHF 250 = CHF 2,500 for the first year
then 10 × CHF 300 = CHF 3,000 per year
Prices in CHF, Swiss VAT of 8.1% included.
BePaid invoices for you too: QR-bill, quotes, automatic reminders. The free plan asks for no credit card.
Shall we start?
We show you the portal on one of your own client files, with your own documents.